RequestVault Security for Claims Teams
RequestVault is built to replace scattered claim-document collection with a controlled intake flow: private storage, signed recipient access, claim-scoped review, upload screening, audit history, and retention controls that claims teams can explain to carriers, claimants, and internal reviewers.
1. Claim-scoped access
Claims requests are not exposed through public file indexes. Recipient access is limited to a signed request link, and sender-side claim review requires an authenticated RequestVault account.
For claims workflows, access is narrower than general team membership: the request creator, the assigned owner, and claim admins can review a claim. Team owners and admins can also manage reassignment and compliance actions.
2. Private file handling
Claim uploads are stored on managed private storage and accessed through short-lived URLs or claim-scoped file routes instead of being attached to email threads.
RequestVault keeps document access tied to the claim review workflow so adjusters can review, export, or follow up from one place without turning the file store into a shared drive.
3. Upload screening and quarantine
Completed claim uploads pass through automated security screening. RequestVault records screening status on uploaded files and quarantines uploads that look suspicious, such as executable signatures or blocked file patterns disguised as ordinary claim evidence.
Quarantined files are flagged in the review console, excluded from normal open and download actions, and omitted from packaged claim exports. Screening failures are also surfaced so teams know when manual review is needed.
4. Audit logging and review history
RequestVault records claim activity such as request creation, access, reminders, checklist follow-up, reassignment, review-stage changes, claimant resubmissions, export generation, and SMS compliance actions.
This gives claims teams a timeline they can use during operational review instead of piecing together what happened from email inboxes, text threads, and file timestamps.
5. Delivery controls and SMS compliance
Claims teams can use email and SMS reminders, but RequestVault also tracks SMS delivery state, provider failures, suppressions, and opt-out blocks. Suppressed numbers cannot be texted again until an authorized admin documents fresh consent and clears the block.
That means outbound claimant messaging has both an operational surface and a compliance record instead of disappearing into a one-way notification system.
6. Retention and purge behavior
Claims requests can follow retention modes such as manual retention or automatic purge after workflow milestones. When a request is purged, RequestVault removes the generated request form, uploaded documents, and submission payloads while keeping an audit record of the request lifecycle.
This helps teams explain both how files are collected and how they are removed when the workflow no longer requires them.
7. Review console protections
The claim review console groups evidence by checklist item, shows extracted submission context, highlights missing requirements, and distinguishes normal files from quarantined or blocked files before an adjuster opens them.
Direct open and download actions in the claims review console use claim-aware authorization checks rather than broad team-file access alone.
8. Current limits
RequestVault is designed to reduce risk and improve control, but no online system can promise perfect security or replace a carrier’s own legal, retention, or downstream evidence-handling obligations.
If your claims workflow needs additional controls or a documented review of fit, contact RequestVault before using the product for that workflow.
Last updated May 30, 2026